Creating Cross-Sell and Up-Sell Messages in Advisor

An Advisor application can act as a virtual sales assistant. If a user configures a product, the Sales application lets the user know that the selection resulted in a valid product. If a user selects a particular product, Advisor can also point the user to a better product for their needs or a product accessory. You provide this guidance by adding exception messages to your Configuration tables.

Cross-sells are accessories for a product or any special offers.

Up-sells are similar products, usually an upgrade to the currently configured product.

There are two steps for adding cross-sell and up-sell messages.

Adding a cross-sell or up-sell message to your data model.

You add the message to an output non-RULE column in the appropriate configuration rows.
Adding a cross-sell or up-sell link.

You add a LINK control to your Output UI. You edit the file that displays your UI to provide a location where the message appears followed by a link to the recommended cross-sell or up-sell items.

The procedures for each step are described in the following section. They describe adding an up-sell message, but the steps are the same for both cross-sell and up-sell messages. When adding a cross-sell message, substitute up-sell with cross-sell in the instructions that follow.

For information on creating cross-sells and up-sells that link to the server-based Configurator, see "About Referencing Other Siebel Data from Advisor Applications".

To add a cross-sell or up-sell message to your data model

Navigate to Administration - Product, then Configuration Tables, and select a configuration table.
On the designer tab, add two new rows above the RULE row.
Name one of the rows UPSELL_LINK.

This column requires the pageset ID of the linked pageset.
Name the other row ”UPSELL_MSG.”

This column includes the up-sell message.
In the Column Type column, click the button to open a picklist.
In the picklist, select Output Column and click OK.
Select the Configuration table you want to add the up-sell message to and select the Editor tab.
In the UPSELL_LINK column, enter the pageset ID of the linked pageset in each row of valid configuration data for which an up-sell link is applicable.
In the UPSELL_MSG column, enter the text and any HTML formatting tags for the up-sell message.

To add a cross-sell or up-sell link

Navigate to Administration - Product, then Configuration Tables, and select a configuration table.
In the Output UI view, create a new LINK control.
Choose a table and column.
In the Output UI record, check the Pageset column to indicate that the value in the column is a Pageset ID and not a URL.